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Assessing Your Risk Tolerance
Peter Lynch once said, “In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it [...]
Another Way to Prepare for Retirement
For Mark Roberts' Use: Turn on the evening news on any given day, and you’re likely to see at least one story on healthcare. The cost of healthcare is rising, representatives can’t agree on a [...]
Are You Taking Full Advantage of Market Conditions?
For Mark Roberts' Use: Have you heard the good news? Our economy is doing quite well at the moment, as we enjoy the third-longest stretch of market expansions in US history. In fact, we’re only two [...]
Should You Claim Your Social Security Benefits Early?
For Mark Roberts' Use: Many people can’t wait for retirement. In fact, they’re so antsy that they spend considerable amounts of time hovering over their calculators, trying to figure out if they can go ahead [...]
Financial Tips for Your Adult Children
For Mark Roberts' Use: Most of you are long past the days of having kids in diapers and midnight feedings, but many of you do have children who are young adults or currently in college. So [...]
How Will You Pay for Retirement?
For Mark Roberts' Use": How do you picture your retirement? Do you see yourself relaxing on a beach somewhere, a tropical drink in hand, listening to the waves crash on the shore? Or are you [...]
Affinity “Mark” et Minute – September 6, 2017
Investment Commentary –September 5th, 2017 Market Indices as of Market Close September 5th, 2017 Dow 21,753 (13.21% YTD) S&P 2,457 (12.16% YTD) NASDAQ 6,301 (19.55% YTD) Global Dow 2,835 (12.15%) Gold $1,344 (15.37%) OIL $48.62 [...]
Affinity “Mark” et Minute – August 29, 2017
Investment Commentary –August 29th, 2017 Market Indices as of Market Close August 29th, 2017 Dow 21,865 (10.64% YTD) S&P 2,446 (9.27% YTD) NASDAQ 6,301 (17.07% YTD) Global Dow 2,830 (11.96%) Gold $1,314 (12.77%) OIL $46.32 [...]
Affinity “Mark” et Minute – August 23, 2017
Investment Commentary –August 22nd, 2017 Market Indices as of Market Close August 22nd, 2017 Dow 21,899 (10.81% YTD) S&P 2,452 (9.60% YTD) NASDAQ 6,297 (16,99% YTD) Gold $1,290 (10.70%) OIL $47.65 (-16.39%) US 10Y Treasury [...]
Affinity “Mark” et Minute – August 16, 2017
Investment Commentary –August 16th, 2017 Market Indices as of Market Close August 16th, 2017 Dow 22,025 (11.32% YTD) S&P 2,464 (10.08% YTD) NASDAQ 6,333 (17.65% YTD) Gold $1,278 (9.61%) OIL $49.12 (-9.63%) US 10Y Treasury [...]
Affinity “Mark” et Minute – August 9, 2017
Investment Commentary –August 8th, 2017 Market Indices as of Market Close August 8th, 2017 Dow 22,085 (11.75% YTD) S&P 2,474 (10.46% YTD) NASDAQ 6,370 (18.34% YTD) Global Dow 2,875 (13.72%) Gold $1,265 (8.62%) OIL $49.12 [...]
Affinity “Mark” et Minute – August 2, 2017
Investment Commentary – August 1st, 2017 Market Indices as of Market Close August 1st, 2017 Dow 21,963 (11.13% YTD) S&P 2,4765 (10.55% YTD) NASDAQ 6,362 (18.20% YTD) Gold $1,275 (9.41%) OIL $49.24 (-13.60%) US 10Y [...]